George Kaiser Family Foundation’s UnitedHealth UNH Stock Holding History

George Kaiser Family Foundation’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$648K	Hold	2,395	–	–	0.07%	28
2025 Q4	$791K	Hold	2,395	–	–	0.11%	21
2025 Q3	$827K	Hold	2,395	–	–	0.12%	18
2025 Q2	$747K	Buy	2,395 +1,295	+118%	+$495K	0.11%	19
2025 Q1	$576K	Buy	1,100 +633	+136%	+$324K	0.08%	19
2024 Q4	$236K	Buy	+467	New	+$265K	0.03%	17
2023 Q4	–	Sell	-3,984	Closed	-$2.01M	–	39
2023 Q3	$2.01M	Hold	3,984	–	–	0.38%	29
2023 Q2	$1.91M	Sell	3,984 -740	-16%	-$362K	0.32%	35
2023 Q1	$2.23M	Buy	+4,724	New	+$2.28M	0.36%	32

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

George Kaiser Family Foundation's UNH Position: Q1 2026 in Review

George Kaiser Family Foundation held its UnitedHealth (UNH) position steady in Q1 2026 at 2,395 shares worth $648K. The position accounts for 0.07% of the portfolio, ranked #28.

George Kaiser Family Foundation first reported a position in UNH in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.23M in Q1 2023. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

George Kaiser Family Foundation held 2,395 shares of UnitedHealth worth $648K as of Q1 2026.
George Kaiser Family Foundation left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.07% of George Kaiser Family Foundation's portfolio in Q1 2026, its #28 holding.
George Kaiser Family Foundation first reported a position in UnitedHealth in Q1 2023 and has held it in 9 quarters since.
George Kaiser Family Foundation's UnitedHealth position peaked at $2.23M in Q1 2023.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on George Kaiser Family Foundation's 13F filing for Q1 2026, filed 14 May 2026.